Navigate Services

Navigate Services

Choosing the right financial products can be a daunting and confusing process, but the team at Navigate Wealth prides itself on providing thorough, whole of market advice that will help you make the best choices for you and your family, and assist you in reaching your long term financial goals.

With more than 30 years’ experience in recommending different pension, investment and protection products, our specialists are the perfect partners to help you navigate your financial planning options.

Invested approach

At Navigate Wealth, we put you at the centre of everything we do - meaning we will always do what is best for you to help you reach your financial goals and enhance your future.

Your life is a journey and we can help you navigate any new route you may take to help you secure the financial future you want for you and your family.

From the first point of contact, we are committed to getting to know you.

To be able to recommend the best products that suit your individual needs, we need to understand your current financial position as well as your short and long term goals as well as your attitude to risk.

After developing a plan that meets all your requirements, we will stay in regular contact with you to ensure that we can make adjustments in line with any changes to your circumstances.

Get in touch

To find out more about our services and how we can help you achieve your financial goals, get in touch today on 0345 340 9690 or use our submission form.

Testimonials

Mrs H,
Essex

“I was very pleased with the straightforward advice received from Richard Bamforth when looking to consolidate a relatively small defined benefit pension into my main small self-administered scheme (SSAS). Most advisors either wanted to charge a huge amount for the government-required advice, or wouldn’t even deal with my enquiry since I wasn’t looking to use their managed funds. Richard was thorough in his investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Richard Bamforth's services to anyone looking for expert, independent financial advice.”

Get in Touch

Rest assured we are always on hand to help. If you would like to discuss your financial position, or just an informal chat, then please fill in the form below. Alternatively, visit our Contact Page for further ways to get in touch.